Ken Fisher’s Invesco IVZ Stock Holding History

Ken Fisher’s Portfolio IVZ Stock Details IVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.5M	Sell	1,461,487 -4,047,257	-73%	-$106M	0.01%	270
2025 Q4	$145M	Buy	5,508,744 +310,903	+6%	+$7.59M	0.05%	144
2025 Q3	$119M	Buy	5,197,841 +258,995	+5%	+$5.38M	0.04%	152
2025 Q2	$77.9M	Buy	4,938,846 +195,787	+4%	+$2.81M	0.03%	178
2025 Q1	$72M	Buy	4,743,059 +209,784	+5%	+$3.58M	0.03%	182
2024 Q4	$79.2M	Sell	4,533,275 -7,638	-0.2%	-$136K	0.03%	180
2024 Q3	$79.7M	Buy	4,540,913 +87,405	+2%	+$1.44M	0.03%	179
2024 Q2	$66.6M	Buy	4,453,508 +280,717	+7%	+$4.32M	0.03%	191
2024 Q1	$69.2M	Buy	4,172,791 +251,543	+6%	+$4.06M	0.03%	191
2023 Q4	$70M	Buy	3,921,248 +391,933	+11%	+$5.65M	0.04%	188
2023 Q3	$51.2M	Buy	3,529,315 +306,199	+10%	+$4.93M	0.03%	239
2023 Q2	$54.2M	Buy	3,223,116 +137,659	+4%	+$2.22M	0.03%	242
2023 Q1	$50.6M	Buy	+3,085,457	New	+$55.1M	0.03%	246

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ken Fisher's IVZ Position: Q1 2026 in Review

Ken Fisher reduced its Invesco (IVZ) stake by 73% in Q1 2026, selling an estimated $106M and leaving 1,461,487 shares worth $35.5M. The position accounts for 0.01% of the portfolio, ranked #270.

Ken Fisher first reported a position in IVZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $145M in Q4 2025. 632 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Ken Fisher held 1,461,487 shares of Invesco worth $35.5M as of Q1 2026.
Ken Fisher sold 4,047,257 Invesco shares in Q1 2026, an estimated $106M.
Invesco made up 0.01% of Ken Fisher's portfolio in Q1 2026, its #270 holding.
Ken Fisher first reported a position in Invesco in Q1 2023 and has held it in 13 quarters since.
Ken Fisher's Invesco position peaked at $145M in Q4 2025.
632 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.